🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 03-27 20:14:59时区推断·⟳ 抓取 06-03 20:43:28回填·⚡ 决策 06-17 23:29:31·132.1 天前
KOL喊单Sivers(SIVE)为硅光CW激光器供应商，顺带提及Marvell(MRVL)
📄 原文Serenity↗ 原文
I just bought ~.5%-1% of $SIVE as a company. I said their future CW laser chokepoint is grossly mispriced. And I put my…
不做 SIVE.US
代码归一存疑(实为瑞典SIVE.ST或OTC SIVEY)，小盘/OTC流动性极差，KOL喊单易引发剧烈波动且无法有效执行止损
不做 MRVL.US
KOL喊单小盘供应商时顺带提及，对MRVL无实质边际催化，纯噪音
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展开原文 · 259 字
I just bought ~.5%-1% of $SIVE as a company.
I said their future CW laser chokepoint is grossly mispriced.
And I put my money where my mouth is.
Especially when they're the confirmed light source for Jabil, $MRVL Celestial, O-Net, and other hyperscalers.
I said their future CW laser chokepoint is grossly mispriced.
And I put my money where my mouth is.
Especially when they're the confirmed light source for Jabil, $MRVL Celestial, O-Net, and other hyperscalers.
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